Wealthspan Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthspan Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,605	Closed	-$225K	–	104
2024 Q1	$225K	Sell	2,605 -827	-24%	-$70.7K	0.13%	90
2023 Q4	$303K	Buy	3,432 +1	+0%	+$79	0.21%	67
2023 Q3	$260K	Sell	3,431 -155	-4%	-$12.8K	0.21%	71
2023 Q2	$300K	Sell	3,586 -182	-5%	-$14.9K	0.24%	67
2023 Q1	$313K	Buy	3,768 +1	+0%	+$86	0.27%	59
2022 Q4	$311K	Buy	3,767 +1	+0%	+$83	0.28%	59
2022 Q3	$302K	Sell	3,766 -45	-1%	-$4.21K	0.31%	52
2022 Q2	$347K	Buy	3,811 +1	+0%	+$100	0.36%	47
2022 Q1	$413K	Sell	3,810 -410	-10%	-$43.4K	0.37%	44
2021 Q4	$490K	Buy	+4,220	New	+$461K	0.43%	42

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthspan Partners's VNQ Position: Q2 2024 in Review

Wealthspan Partners sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 2,605 shares — an estimated $225K sold.

Wealthspan Partners first reported a position in VNQ in Q4 2021 and held it in 10 quarters. The position peaked at $490K in Q4 2021. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Wealthspan Partners reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Wealthspan Partners sold 2,605 Vanguard Real Estate ETF shares in Q2 2024, an estimated $225K.
Wealthspan Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 10 quarters.
Wealthspan Partners's Vanguard Real Estate ETF position peaked at $490K in Q4 2021.
1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Wealthspan Partners's 13F filing for Q2 2024, filed 22 Jul 2024.